Capabilities by Industry: Financial Services
Greenhill has considerable transaction experience and a global network of corporate relationships in the Financial Services sector. Our Managing Directors and professionals in North America, the United Kingdom, Continental Europe, Australia and Japan have executed many of the most significant and complex transactions for some of the leading companies in the industry.
Our experience in the Financial Services industry encompasses the following sub-sectors: asset management; banking and brokerage; financial technology; and insurance.
Below we highlight a few of the transactions on which we have advised in this area:
Recent Transactions
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Close Brothers Corporate Finance Holdings Ltd.
Advised Close Brothers Group plc, an independent financial services group, on the sale of its corporate finance subsidiary to Daiwa Securities SMBC Europe Ltd.
Tristone Capital Global Inc.
Advised Tristone Capital Global Inc., an independent advisory firm focused on the global energy sector, on its sale to Macquarie Group
PARIS RE Holdings Ltd.
Advised PartnerRe Ltd., a leading global reinsurer, providing multi-line reinsurance to insurance companies, on its acquisition of PARIS RE Holdings Ltd., a French-listed, Swiss-based diversified reinsurer
NYFIX, Inc.
Advised the Special Committee of the Board of Directors of NYFIX, Inc., a provider of electronic trading solutions, on its sale to NYSE Euronext
Prudential Financial, Inc.
Advised Wells Fargo on the acquisition of Prudential Financial’s noncontrolling interest in their retail brokerage Joint Venture
Primerica Inc.
Advised Primerica Inc., a wholly owned subsidiary of Citigroup Inc., on a series of transactions, including the concurrent sale of a minority stake to Warburg Pincus and initial public offering
Virgin Money Holdings (UK) Limited
Advised Virgin Money Holdings (UK) Limited, Virgin Group’s financial services arm, on the structuring of an investment of £100m from WL Ross & Co.
Bank of America Corporation
Advised AXA Private Equity, a leading European diversified private equity firm, on the acquisition of a portfolio of limited partnership interests in private equity funds from Bank of America
TOWER Australia Group Limited
Advised TOWER Australia, a provider of life insurance, risk, superannuation and retirement solutions, on its non-accelerated, 1 for 7 renounceable entitlement offer
Guinness Peat Group plc
Advised GPG plc, a listed investment company, on potential restructuring alternatives
Kohl’s Corporation
Private Label Credit Card Business
Advised Kohl’s Corporation on a strategic alliance relating to its private label credit card business with Capital One Financial Corporation
Windward Investment Management
Advised The Charles Schwab Corporation on its acquisition of Windward Investment Management, an investment advisory firm
Rural Bank
Advised Elders, a diversified agricultural company on the sale of its 40% stake in Rural Bank to Bendigo and Adelaide Bank, an Australian diversified financial services company
J. Malucelli Participacao em Seguros E Resseguros S.A
Advised Travelers, the largest listed property and casualty insurance company in the U.S., on the acquisition of a ~43% stake in J. Malucelli Participacao em Seguros E Resseguros, the leading surety insurance company in Brazil, through the issue of new common shares (with an option to increase to 49.9% within 18 months)
Money Controls (subsidiary of Coin Acceptors, Inc.)
Advised Coin Acceptors, Inc. (“CoinCo”), a privately-owned US-based manufacturer of payment solutions for the automated point-of-sale industry, on the sale of its UK-based Money Controls subsidiary to Crane Co., a diversified manufacturer of highly engineered industrial products
US Department of the Treasury
Advised the United States Department of the Treasury on the management and disposition of its common shares of AIG
FirstRand STI Holdings Limited
Advised FirstRand Limited, one of the largest financial services groups in Africa, on the sale of its 45% stake in FirstRand STI Holdings Limited (OUTsurance), South Africa’s leading direct personal lines insurer, to RMB Holdings Limited
TOWER Australia Group Limited
Advised TOWER Australia Group Limited, the largest mono-line life insurance company in Australia, in relation to the offer from The Dai-ichi Life Insurance Company, Limited to acquire all of the shares in TOWER that it does not already own by way of a scheme of arrangement
Wesco Financial Corporation
Advised the Special Committee of Wesco Financial Corporation in connection with Berkshire Hathaway Inc.'s proposal to acquire the remaining 19.9% of the shares of Wesco’s common stock that it does not presently own
Tyndall Investments
Advised Suncorp, on the sale of its investment management business, Tyndall Investments, in Australia and New Zealand to Nikko Asset Management, a leading Asian mutual funds management company
Australian Unity Limited
Advised Australian Unity Limited, a leading healthcare, financial services and retirement living mutual organisation, on its A$120 million issue of five year unsecured notes listed on the Australian Stock Exchange
Troika Dialog Group Limited
Advised TD Advisors Limited, a major shareholder of Troika Dialog Group, Russia’s leading investment bank, on the sale of their stake as part of the acquisition of Troika Dialog Group by Sberbank, the largest commercial bank in Russia
Close Brothers Cayman Limited
Advised Close Brothers plc, an independent financial services group, on the sale of its Cayman based offshore business to Intertrust Group Holdings SA
HSBC Afore (subsidiary of HSBC Holdings Plc)
Advised Principal Financial Group, Inc., a leading asset accumulation, asset management and retirement services franchise in the United States and abroad on its acquisition of HSBC Afore, HSBC’s pension business in Mexico
Citigroup (selected private equity assets)
Advised AXA Private Equity, a leading European diversified private equity firm, on its acquisition of a $1.7 billion portfolio of limited partnership interests in private equity buyout funds and a portfolio of direct stakes in companies from Citigroup